Documentation is a fundamental aspect of social work case management, serving as the official record of client interactions, assessments, interventions, and outcomes. In Kenya, where social workers often handle complex cases involving vulnerable populations, accurate and comprehensive documentation ensures continuity of care and accountability. This chapter explores the meaning and importance of documentation, the qualities that define effective case management reports, the various types of reports used in practice, and the protocols for disseminating these reports responsibly.
5.1 Meaning and importance of documentation
Documentation is the keeping of written, recorded and filed information about clients, services and decisions in case management. It covers case notes, assessments, plans, reports, referral forms, consent forms and financial records. Documentation is part of the case manager's work, not an extra: services that are not recorded cannot be shown, checked or continued by another worker. Example: when a case manager is transferred, the new case manager reads the file and continues the support without asking the family to repeat their story.
Meaning of documentation
Documentation is the process of recording, organising, storing and sharing information about a case in a clear and lawful way. A document may be on paper or electronic, and it always has an author, a date and a purpose. Good documentation states what was found, what was decided, what was done and what is planned, so that any authorised person can follow the case.
Importance of documentation
Continuity of care: Records let another worker take over a case without gaps or repeated questions.
Accountability and transparency: Records show what was done, with what resources and with what result, to supervisors, donors and clients.
Legal protection: Accurate records protect the client's rights and also the worker, who can show that proper procedure was followed.
Planning and decision making: The information in files supports case plans, case reviews and resource allocation.
Evaluation and quality improvement: Reports allow an agency to see what works and where service needs to improve.
Research and policy: Combined information, with identities removed, gives evidence of community needs for planning and advocacy.
Communication among professionals: Written reports share information among agencies clearly and consistently.
Challenges in documentation
Heavy caseloads: Little time is left to write up notes. Set aside regular time and use short, structured forms.
Limited resources: A shortage of files, cabinets, computers or power can lead to loss of records. Use simple, secure systems and make backups.
Confidentiality concerns: Paper and electronic files can be seen by the wrong people. Use locked storage, passwords and access rules.
Training gaps: Staff who have not been taught how to write records may write too much, too little or unclear notes. Provide training and examples.
Language barriers: Clients and workers may speak different languages from the language of the record. Record the client's key words accurately and use interpreters.
5.1.1 Qualities of a case management report
A case management report is a formal document that gives information about a case or programme to those who need it. Its value depends on its quality. The qualities below make a report trustworthy and useful, and the reader should be able to act on it without needing to ask many questions.
Clarity
The report is written in plain, simple language, with short sentences, a clear order and headings. Technical words are explained, and abbreviations are written in full the first time. A reader who was not present at the case can understand what happened.
Accuracy
Every fact, date, name and figure is correct and checked against the source. Where the worker is not sure, the report says so. Accuracy matters because decisions about services and clients' rights depend on it.
Objectivity
The report records what was seen, heard and measured, and separates it from the worker's opinion. It reports the client's words fairly and uses neutral language that does not blame or label the client.
Timeliness
The report is written soon after the events and submitted by the agreed date. Late reports delay decisions and weaken memory of detail.
Confidentiality
The report contains only the information that the reader needs, is marked as confidential, is shared only with authorised persons and is stored securely. Clients' names are removed where reports are used for planning or teaching.
Other qualities
Completeness: All necessary parts are included.
Relevance: Information that does not serve the purpose of the report is left out.
Consistency: Terms, formats and dates are used in the same way throughout.
Evidence-based: Conclusions are supported by facts.
5.1.2 Types of reports in case management
Different reports serve different purposes and are written at different stages of a case or programme. The four main types follow the life of the work: its start, its middle, its money and its end.
Inception report
An inception report is written at the start of a case or programme. It describes the background, the objectives, the plan of work, the resources, the timelines and the ways in which progress will be measured.
Purpose: To show that the plan is clear and agreed before work proceeds in full.
Contents: Background and needs, objectives, the approach, the activities and timeline, the people responsible, the budget, risks and the monitoring plan.
Users: Supervisors, partners and donors who approve the start of the work.
Progress report
A progress report states what has been done during a period, what results have been achieved and what difficulties have been met. The case plan, the session notes and the client's views provide the information. The contents and steps of a case progress report are given under Case management progress report; as part of documentation, it is produced on a schedule so that the case can be monitored.
Purpose: To track achievements against the plan and to draw attention to problems.
Frequency: Monthly, quarterly or as set by the agency or donor.
Users: The case manager, supervisor, client and partner agencies.
Financial report
A financial report accounts for the money and resources used in a case or programme. It shows the amounts received, the amounts spent on each activity and the balance, supported by receipts.
Purpose: To show that funds were used for the stated purpose and in line with the budget.
Contents: Income, expenditure by activity, balance, explanations of differences from the budget and supporting documents.
Users: Supervisors, finance staff, auditors and donors.
Summative report
A summative report is written at the end of a case or programme. It summarises what was done, what was achieved and what was learned, and it gives the final assessment of results.
Purpose: To judge whether the objectives were met and to record lessons for future work.
Contents: Summary of the case or programme, the activities carried out, the results compared with the objectives, challenges, lessons learned and recommendations.
Users: Supervisors, the agency, donors and, with identities removed, others who may learn from the experience.
Other reports used in case management
Initial assessment report: Written after the first assessment, to record needs, strengths and recommended action.
Incident report: Records an unusual event such as an injury, a threat or a loss of property, with date, place, persons and action taken, so that it can be reviewed and risks reduced.
Closure report: Written when a case is closed, summarising the work, the outcome and any follow-up arrangements.
Referral report: Gives the receiving agency the reason for referral and the information needed to help the client, shared with the client's consent.
5.1.3 Report dissemination
Report dissemination is the sharing of reports with the people and organisations who need them. A report that is written but not shared cannot influence decisions. Dissemination should be planned: who should receive the report, in what form, when and with what safeguards.
Identifying recipients
Supervisors and managers: For approval and decisions about the case.
Clients and families: For information about their own case, in language they understand.
Partner agencies and service providers: For coordinated action, with consent.
Donors and funding bodies: For accountability, normally without client identities.
Authorities and courts: Where the law requires a report.
Methods of dissemination
Hand delivery of printed copies: Suitable for confidential material, with a signed record of receipt.
Secure email or shared files: Fast, with passwords or limited access to protect the content.
Meetings and case conferences: Allow discussion and clarification of findings.
Summaries and briefs: Short versions for readers who need only the main points.
Oral presentation: Useful for clients and community members who may not read the full report.
Confidentiality and consent
Consent: Share information about a client with other agencies only with the client's consent, unless the law requires disclosure.
Need to know: Give each recipient only the information they need.
Secure transmission: Use sealed envelopes, passwords and trusted channels.
Data protection: Handle personal data in line with the Data Protection Act, 2019 and agency policy.
Removal of identities: Where reports are used for learning or planning, names and identifying details are taken out.
Documentation of dissemination
Keep a record of who received which report, in which form and on what date, with the signature or the confirmation of receipt. Record the client's consent. File the record with the case.
Challenges in report dissemination
Confidentiality risks: Reports may reach the wrong person. Use secure channels and check addresses.
Language and literacy: Clients may not be able to read the report. Explain the main points orally in a language they understand.
Poor connectivity: Remote areas may lack internet. Use printed copies or couriers.
Delays by recipients: Follow up by phone and agree on dates.
Resistance to findings: Some readers may disagree with the findings. Present evidence calmly and invite discussion.
Practice Questions
Explain why documentation is critical in social work case management and provide five reasons with examples relevant to Kenyan social work practice. (10 marks)
Discuss five qualities that a case management report must have to be considered effective and professional. (10 marks)
Identify and describe five types of reports used in social work case management, explaining the purpose of each. (10 marks)
Outline five key considerations when disseminating case management reports and explain why each is important. (10 marks)
Chapter Summary
This chapter explored the meaning and importance of documentation in social work case management, emphasizing its role in ensuring accurate record-keeping and effective communication among stakeholders. It highlighted the essential qualities that a case management report must possess, such as clarity, accuracy, timeliness, and confidentiality, to support decision-making and accountability. Different types of reports used in case management were examined, including the inception report that sets the foundation of the case, the progress report that tracks ongoing developments, the financial report which details resource allocation and expenditures, and the summative report that provides a comprehensive evaluation of the case outcomes. The chapter concluded by discussing the dissemination of reports, stressing the need for appropriate distribution to relevant parties to facilitate coordinated intervention and continuous support. Overall, the content underscored the critical function of well-prepared documentation in enhancing the effectiveness and transparency of social work practice.
What is the primary purpose of documentation in social work case management? (2 marks)
Identify four key qualities that a case management report should possess. (4 marks)
Which type of report provides an initial overview of the case and planned interventions? (1 mark)
Explain the importance of a progress report in monitoring client outcomes. (3 marks)
What distinguishes a financial report from other types of case management reports? (2 marks)
List three essential components that should be included in a summative report. (3 marks)
Describe two methods commonly used for disseminating case management reports within a social work team. (2 marks)
Why is confidentiality crucial when disseminating social work case management reports? (3 marks)
Match the following reports to their correct descriptions: Inception report, Progress report, Financial report, Summative report. (4 marks)
How can clear and accurate documentation improve service delivery in a county government social welfare department? (3 marks)
Show Answers
To create a detailed record of client information, interventions, and outcomes to guide decision-making and ensure accountability.
Accuracy, clarity, timeliness, confidentiality.
Inception report.
It tracks the client’s progress, highlights challenges, and informs necessary adjustments in the intervention plan.
It focuses specifically on the allocation and use of financial resources related to case activities.
Summary of interventions, outcomes achieved, recommendations for future action.
Email distribution within the team, presentation during case conferences.
To protect client privacy and maintain trust, preventing unauthorized access to sensitive information.
Inception report: Initial case overview and plan; Progress report: Updates on client status; Financial report: Details of financial expenditures; Summative report: Final evaluation of case outcomes.
By enabling social workers to track client needs and service delivery, ensuring timely response and resource allocation.
B. Oral Assessment
Discuss how the qualities of a case management report influence the effectiveness of social work interventions in a healthcare setting such as Kenyatta National Hospital.
Explain the challenges and best practices in disseminating case management reports while maintaining confidentiality within a county social services department.
Answer Guide
Question 1 key points:
Clear and accurate reports allow multidisciplinary teams to coordinate interventions effectively.
Timely documentation supports prompt decision-making and resource mobilization.
Confidentiality ensures client trust, encouraging full disclosure and better assessment.
Consistency in reporting standards helps monitor progress and evaluate outcomes reliably.
Question 2 key points:
Challenges include risks of unauthorized access and accidental breaches of sensitive information.
Best practices involve secure digital platforms, need-to-know dissemination, and staff training on data protection.
Use of anonymized data when possible to protect client identity.
Establishing clear protocols for report sharing within the department.
C. Case Study
The Nairobi County Department of Social Services is managing a case involving a vulnerable family affected by urban poverty and domestic violence. The social worker is tasked with preparing all required documentation to support intervention and funding.
Tasks:
a) Draft an outline for the inception report covering key information needed to start case management. (6 marks)
b) Describe how you would structure a progress report to update stakeholders after three months of intervention. (6 marks)
c) Explain the process and considerations for disseminating the financial report to partners while ensuring confidentiality. (8 marks)
Suggested Approach
a) The inception report outline should include: client background and demographics, presenting issues, initial assessment findings, intervention goals and objectives, planned activities, and resource requirements. This sets a clear foundation for all stakeholders.
b) The progress report should be structured to include: summary of activities conducted, client response and progress towards goals, challenges encountered, adjustments made to the intervention plan, and recommendations for next steps. Clear, factual language and supporting evidence are essential.
c) Dissemination of the financial report involves: compiling detailed records of expenditures linked to case activities, ensuring accuracy and transparency; sharing the report only with authorized partners under confidentiality agreements; using secure communication channels such as encrypted emails; and anonymizing sensitive client details to protect privacy. Additionally, explaining the financial accountability measures in place reassures partners on proper fund utilization.
Chapter Examination Questions
🔒 PDFDownload these examination questions, with worked answers
SECTION A (40 Marks) - Answer ALL Questions
Define the term case management documentation and explain its significance in social work practice at a county hospital in Kenya. (4 marks)
Identify and explain four key qualities that a good case management report must have. (4 marks)
Differentiate between an inception report and a progress report in social work case management. (4 marks)
Outline the primary purpose of a financial report within social work case management. (4 marks)
Describe the main contents of a summative report prepared at the end of a social work intervention. (4 marks)
Explain the importance of timely dissemination of case management reports to stakeholders in a community-based organization. (4 marks)
List and explain three challenges social workers might face when preparing case management documentation in a rural setting. (4 marks)
Discuss how confidentiality considerations influence the preparation and dissemination of case management reports in Kenya’s social work sector. (4 marks)
Explain how technology can enhance the quality and dissemination of social work case management reports in a Nairobi urban setting. (4 marks)
Describe five types of reports commonly used in social work case management besides those discussed in this chapter. (4 marks)
Section A - Answers
Case management documentation refers to the systematic recording of all activities, assessments, interventions, and outcomes related to a client’s case. It is significant because it ensures continuity of care, accountability, and provides evidence for decision-making in social work practice, for example, at Kenyatta National Hospital where detailed records support multidisciplinary team interventions.
The key qualities include: accuracy (reflects true facts), clarity (easy to understand), timeliness (prepared promptly), completeness (all relevant information included), and confidentiality (protects client privacy).
An inception report provides initial information about the case, including background and planned interventions, while a progress report updates stakeholders on developments and challenges during the intervention period.
The financial report details how funds allocated for case management activities were utilized, ensuring transparency and accountability in resource use.
A summative report summarizes the entire intervention, including objectives achieved, challenges encountered, lessons learned, and recommendations for future cases.
Timely dissemination keeps all stakeholders informed, facilitates coordinated action, and enhances trust between the social worker, clients, and partner agencies.
Challenges include limited access to reliable data, low literacy levels of clients affecting report accuracy, and inadequate technological infrastructure for documentation.
Confidentiality requires social workers to protect sensitive client information, limiting report dissemination to authorized personnel only, thus preserving client trust and complying with Kenyan data protection laws.
Technology such as electronic case management systems allows for faster documentation, easy retrieval, and wider dissemination through secure digital platforms in Nairobi’s urban social work settings.
Other report types include incident reports, referral reports, evaluation reports, monitoring reports, and client feedback reports, each serving specific documentation needs in case management.
SECTION B (60 Marks) - Answer any TWO Questions
Question 11 (Compulsory - 20 marks)
At the Nairobi Women’s Hospital, social workers manage cases involving survivors of gender-based violence.
a) Explain how the preparation of an inception report would support effective intervention planning for a newly referred client. (10 marks)
b) Discuss the processes and considerations involved in disseminating a progress report to multidisciplinary teams while maintaining client confidentiality. (10 marks)
Question 12 (20 marks)
Critically analyze the impact of poor-quality case management reports on social work practice in county government social services departments. Provide examples related to child protection cases.
Question 13 (20 marks)
Describe the steps a social worker should follow to prepare a comprehensive financial report for a donor-funded community rehabilitation project. Highlight common errors to avoid.
Question 14 (20 marks)
Evaluate the role of summative reports in influencing policy decisions within Kenya’s Ministry of Labour and Social Protection. Illustrate your answer with relevant examples.
Section B - Answers
Question 11
a) An inception report at Nairobi Women’s Hospital provides a structured overview of the client’s background, presenting problems, and initial assessment findings. It enables social workers to outline intervention goals and strategies clearly, ensuring all team members understand the case context. This report facilitates prompt resource allocation and sets a baseline for monitoring progress. For example, detailing the psychosocial needs of a GBV survivor helps coordinate medical, legal, and counseling services effectively.
b) Disseminating a progress report requires verifying that only authorized multidisciplinary team members receive the information. Social workers must anonymize sensitive data where possible and use secure communication channels. Regular briefings ensure that team members are updated without breaching confidentiality. This process fosters collaboration while protecting client rights, consistent with Kenya’s Data Protection Act, 2019.
Question 12
Poor-quality reports can lead to misinformed decisions, delayed interventions, and erosion of trust between clients and social workers. In child protection, inaccurate or incomplete documentation may result in failure to identify abuse risks or inadequate follow-up, compromising child safety. For instance, a county social services department that submits vague progress reports may fail to mobilize necessary resources or interventions, leading to adverse outcomes for vulnerable children.
Question 13
Steps include:
Collecting all financial records related to the project activities.
Verifying expenditures against the approved budget.
Categorizing costs by activity and date.
Preparing a clear narrative explaining variances or unexpected expenses.
Reviewing the report for accuracy and completeness.
Submitting the report within donor deadlines.
Common errors include misclassification of expenses, omission of receipts, and failure to explain budget deviations, which can jeopardize funding continuity.
Question 14
Summative reports consolidate intervention outcomes and provide evidence for policy review and development. Within the Ministry of Labour and Social Protection, such reports from social work projects inform decisions on scaling programs, resource allocation, and legislative amendments. For example, summative evaluations of rehabilitation initiatives for street children can influence national child welfare policies by highlighting effective strategies and gaps needing attention.
References
TVET CDACC - Social Work Case Management Curriculum (Cycle 3, 2025)
TVET CDACC - Social Work Case Management Occupational Standards
Data Protection Act, No. 24 of 2019, Laws of Kenya
Children Act, Cap 586, Laws of Kenya (Revised 2012)
Victims Protection Act, No. 17 of 2014, Laws of Kenya
Chapter Practical Activities
Practical 1: Drafting a Case Management Report with Quality Attributes
Time: 2 Hours | Type: Individual
Resources Required:
Laptop with Microsoft Word installed
Sample client data from a social work case at Kisumu County Referral Hospital
Printer and A4 paper
Pen and notepad
You are attached to the social welfare department at Kisumu County Referral Hospital. You have been given client data and case notes to prepare a case management report demonstrating the essential qualities such as clarity, accuracy, timeliness, and confidentiality.
Tasks:
i. Draft a case management report from the provided client data applying the key qualities of a good report.
ii. Ensure the report is clear and concise with factual and objective information.
iii. Format the report professionally including headings and sections.
iv. Print and submit the report for review.
Assessor Observation Criteria:
[ ] Report is structured with clear headings and logical flow
[ ] Information is accurate, relevant, and objective
[ ] Language is clear, professional, and free from ambiguity
[ ] Confidential data is appropriately handled and anonymized
Practical 2: Preparing an Inception Report for a New Social Work Project
Time: 2.5 Hours | Type: Individual
Resources Required:
Laptop with Microsoft Word or Google Docs
Project brief for a community outreach programme at a Nairobi children’s home
Internet access for research
Pen and notebook
You are working with the social work department at a Nairobi children’s home where a new community outreach project is being launched. You are tasked to prepare an inception report detailing project objectives, scope, and initial plans.
Tasks:
i. Review the project brief and relevant background information.
ii. Draft an inception report outlining the project’s purpose, objectives, target population, and planned activities.
iii. Include timelines and resource needs in the report.
iv. Submit the inception report electronically.
Assessor Observation Criteria:
[ ] Report clearly states project objectives and scope
[ ] Includes detailed timelines and resource allocation
[ ] Language is professional and concise
[ ] Report is logically organized and formatted
Practical 3: Writing a Progress Report on Social Work Intervention
Time: 2 Hours | Type: Individual
Resources Required:
Case notes from a social work intervention at Machakos Level 5 Hospital
Laptop with word processing software
Pen and notebook
Attached to the social work unit at Machakos Level 5 Hospital, you are required to prepare a progress report documenting activities, challenges, and outcomes of an ongoing case management intervention.
Tasks:
i. Review client files and intervention notes.
ii. Write a progress report highlighting key activities completed, progress towards goals, and any challenges encountered.
iii. Suggest recommendations for next steps in the intervention.
iv. Save and submit the report.
Assessor Observation Criteria:
[ ] Report accurately reflects progress and challenges
[ ] Recommendations are practical and relevant
[ ] Report is clear and professional in tone
[ ] Proper formatting and sectioning observed
Practical 4: Compiling a Financial Report for a Social Work Project
Time: 3 Hours | Type: Individual
Resources Required:
Sample budget and expenditure records for a social protection programme at a Kisii County NGO
Calculator
Laptop with spreadsheet software (Excel)
Pen and notebook
You are working with a Kisii County NGO implementing a social protection programme. Your task is to prepare a financial report summarizing budget allocations, expenditures, and variances for the last quarter.
Tasks:
i. Review the provided budget and expense documents.
ii. Prepare a financial report showing budgeted vs actual expenditures.
iii. Calculate variances and comment on any significant deviations.
iv. Present the report in a clear tabular format and submit electronically.
Assessor Observation Criteria:
[ ] Financial data is accurately compiled and calculated
[ ] Variance analysis is clear and justified
[ ] Report is well organized with tables and summaries
[ ] Uses appropriate financial terminology
Practical 5: Preparing a Summative Report on a Completed Case
Time: 2 Hours | Type: Individual
Resources Required:
Case files from a completed social work case at a Nairobi County Children’s Office
Laptop with word processing software
Pen and notebook
At the Nairobi County Children’s Office, you have been assigned to prepare a summative report for a recently closed social work case involving family reunification.
Tasks:
i. Review all case documentation and intervention outcomes.
ii. Draft a summative report summarizing the case background, interventions, outcomes, and lessons learned.
iii. Include recommendations for future similar cases.
iv. Submit the report for supervisory review.
Assessor Observation Criteria:
[ ] Report comprehensively summarizes the entire case
[ ] Outcomes and conclusions are clearly stated
[ ] Recommendations are practical and evidence-based
[ ] Report is professionally formatted and error-free
Practical 6: Disseminating Case Management Reports to Stakeholders
Time: 1.5 Hours | Type: Group of 3
Resources Required:
Printed copies of a sample progress report
Email client with internet access
Projector and screen
Flip chart and markers
In a workshop setting at a social welfare office in Eldoret, your team is tasked to disseminate a progress report to key stakeholders including community leaders and partner NGOs.
Tasks:
i. Prepare a short presentation summarizing the key points of the progress report.
ii. Organize distribution of printed reports to stakeholders.
iii. Send an electronic copy of the report via email to remote partners.
iv. Facilitate a brief question and answer session to clarify report contents.
Assessor Observation Criteria:
[ ] Presentation is clear and concise
[ ] Reports are distributed to all relevant stakeholders
[ ] Electronic dissemination is timely and accurate
[ ] Team handles questions professionally
Practical 7: Evaluating the Qualities of a Case Management Report
Time: 1 Hour | Type: Individual
Resources Required:
Sample case management reports with varying quality (printed)
Pen and evaluation checklist
You are working with the social work department at a Meru County hospital. Your task is to critically evaluate three sample case management reports against established quality criteria.
Tasks:
i. Review each report carefully.
ii. Using a checklist, assess each report’s clarity, accuracy, timeliness, and confidentiality.
iii. Provide written feedback highlighting strengths and areas for improvement for each report.
iv. Submit the evaluation notes.
Assessor Observation Criteria:
[ ] Accurate identification of report strengths and weaknesses
[ ] Feedback is constructive and specific
[ ] Checklist is fully completed
[ ] Written comments are clear and professional
Practical 8: Creating a Confidentiality Protocol for Report Dissemination
Time: 2 Hours | Type: Individual
Resources Required:
Laptop with word processing software
Access to Kenyan Data Protection Act guidelines (print or digital)
Pen and notebook
Attached to the social work department at a Nairobi County government office, you are assigned to develop a confidentiality protocol for disseminating case management reports.
Tasks:
i. Research relevant national laws and ethical standards on confidentiality.
ii. Draft a protocol detailing steps to protect client information during report dissemination.
iii. Include guidelines on who may access reports and how to handle sensitive data.
iv. Submit the protocol document for approval.
Assessor Observation Criteria:
[ ] Protocol aligns with Kenyan legal and ethical standards
[ ] Steps for protecting confidentiality are clear and practical
[ ] Document is well structured and professionally written
[ ] Recommendations are actionable
Practical 9: Archiving and Retrieving Case Management Reports
Time: 1.5 Hours | Type: Individual
Resources Required:
Physical case files and reports from a social work office in Thika
Filing cabinets and folders
Computer with basic database software (optional)
Pen and inventory logbook
You are a records officer at a social work unit in Thika. Your responsibility is to archive completed case management reports systematically and demonstrate retrieval procedures.
Tasks:
i. Organize case reports into appropriate categories and label files.
ii. File reports in cabinets following the institution’s filing system.
iii. Create an inventory log recording file locations.
iv. Retrieve a specified report from the archive and present it.
Assessor Observation Criteria:
[ ] Reports are correctly categorized and filed
[ ] Inventory log is accurate and complete
[ ] Retrieval is efficient and correct
[ ] Filing system follows institutional standards
Practical 10: Using Digital Tools to Prepare and Share Case Reports
Time: 2 Hours | Type: Individual
Resources Required:
Laptop with Microsoft Word, Excel, and email client
Sample client data and project financial records
Internet access
USB flash drive
At a social work training centre in Kisumu, you are tasked to prepare a case management progress report and financial summary using digital tools, then share them electronically with supervisors.
Tasks:
i. Use Microsoft Word to draft the progress report from client data.
ii. Use Excel to prepare a financial summary sheet.
iii. Save documents and transfer them to a USB flash drive.
iv. Email the documents to your supervisor with a professional message.
Assessor Observation Criteria:
[ ] Documents are correctly prepared and formatted
[ ] Financial summary is accurate and clear
[ ] Files are saved and transferred without errors
